+6.2%
PLD vs OKTA
+113.6%
-107.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | 0.0% |
| 7D | -1.0% | -4.6% | +3.6% | -1.1% |
| 30D | -1.8% | -19.7% | +17.9% | -2.4% |
| 3M | -6.0% | +21.2% | -27.3% | -5.0% |
| 6M | -8.4% | +123.1% | -131.5% | -5.0% |
| YTD | +4.2% | +110.8% | -106.5% | +6.3% |
| 1Y | +6.2% | +113.0% | -106.7% | +7.9% |
| All | +6.2% | +113.6% | -107.3% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OKTA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling